DARE CAPITAL MANAGEMENT, LLC

RIASEC Registered
Total AUM
$21.3M
Discretionary
$21.3M
100% of AUM
Avg account
$224K
Accounts
95
Advisory reps
1

Firm details

Headquarters
NAGS HEAD, North Carolina
CRD number
113382
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals65.02%
  • HNWI34.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Dare Capital Management, LLC is a small, independent registered adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis and shows a clear preference for publicly traded equities and exchange-traded instruments as its primary allocation vehicle. It does not identify as an active ESG investor and is not classified as a multi-state adviser, indicating a geographically limited client footprint and a traditional, return- and risk-focused investment approach rather than thematic or impact-driven mandates. The firm's structure and client base — owner-operated and focused on individual and family relationships — point toward a high-touch, discretionary model where the adviser manages accounts directly on behalf of clients rather than acting as a capital allocator to third-party managers. Advisory activity centers on discretionary portfolio management rather than pension consulting or large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 96%, Cash & Cash Equivalents 4%96%
  • Exchange Traded Equities96%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • WILLIAM WOODARD

    Owner, PresidentCRD 4407584

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NAGS HEAD, NC

DARE

Location

NAGS HEAD, NC

Headquartered in NAGS HEAD, NC, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.

Metro area
Virginia Beach-Norfolk, VA-NC
Region
South
County
DARE
Address
2405 S Croatan Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth